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Client Messages That Sound Like Your Firm

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Make your automated client messages sound like your firm. In Automations, choose who a message goes to and when, like the morning after a case moves to treatment, then write it the way your team talks on the phone.

Keep it plain, give one clear next step, and use variables for the client’s name and your firm’s phone number, with a link straight to the right screen in their app.

trainingfirm onboardingautomationsclient communicationcase phasespersonal injury
Transcript
Your client messages should sound like your firm. Here's how to make them yours. In Automations, choose who a message goes to, like every client in treatment, and when: the morning after their case moves to that phase. Then write it the way your team talks on the phone. Keep it plain, and give one clear next step. Add the client's name and your firm's phone number with variables, and link straight to the right screen in their app. Every client hears your firm, in your voice, at every step, and no one has to remember to send it.